CHRISTIAN VALUES INVESTING, INC.

Overview

Christian Values Investing, Inc. is an independent registered investment adviser that runs a straightforward, equity‑focused advisory practice for individuals, families and institutional clients. The firm’s mandate centers on portfolio management and financial planning, with an emphasis on exchange‑traded equities implemented through separately managed accounts and public market vehicles. Services listed in the firm’s filing include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and client education through seminars and workshops. The firm does not operate as a capital allocator or a multi‑state ESG manager; its filing indicates it is not an active ESG investor. Fee arrangements are flexible: Christian Values Investing, Inc. charges a percentage of assets under management and also offers hourly and fixed‑fee engagements, which supports both ongoing advisory relationships and project‑based planning work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices